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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,486 | $109,372-59.3% | $89,414-50.2% | $158,966-72.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | -38.79% | 345.55%-384.3pp | 245.50%-284.3pp | 302.95%-341.7pp |
| Employer contribution / active EE | $1,132 | $3,171-64.3% | $2,586-56.2% | $4,762-76.2% |
| Participant deferral / active EE | $1,339 | $4,598-70.9% | $3,890-65.6% | $5,983-77.6% |
| Admin fee / account holder | $968 | $6,156-84.3% | $4,883-80.2% | $11,250-91.4% |